Neogen Corporation

NasdaqGS:NEOG 株式レポート

時価総額：US$1.8b

Neogen 将来の成長

Future 基準チェック /06

Neogenの収益は年間1%で減少すると予測されていますが、年間利益は年間72.5%で増加すると予想されています。EPS は年間72.6%で増加すると予想されています。

主要情報

72.5%

収益成長率

72.58%

EPS成長率

Medical Equipment 収益成長16.1%
収益成長率-1.0%
将来の株主資本利益率n/a
アナリストカバレッジ

Low

最終更新日28 Apr 2026

今後の成長に関する最新情報

Recent updates

ナラティブの更新 • Apr 30

NEOG: Updated 2026 Revenue Outlook Will Support Future Upside Potential

Analysts have nudged their price target on Neogen slightly higher to $12, reflecting updated assumptions around discount rate, profit margin and future P/E that keep fair value broadly in line with prior estimates. What's in the News Neogen updated full fiscal year 2026 guidance, with projected revenue now in a range of $857 million to $860 million.
ナラティブの更新 • Apr 15

NEOG: Recall Response And Updated 2026 Guidance Will Support Future Upside

Analysts have raised their price target on Neogen from $11.67 to $12.00, citing updated assumptions around discount rates, revenue trends, profit margins, and a higher future P/E of 32.21 compared with 28.61 previously. What's in the News Neogen updated full fiscal year 2026 guidance, indicating expected revenue in a range of $857 million to $860 million, compared with prior guidance of $845 million to $855 million (corporate guidance).
ナラティブの更新 • Apr 01

NEOG: Earnings Outlook Will Benefit From Recall Actions And New Guidance

Analysts have raised their price target on Neogen from $8.17 to $11.67 per share, citing updated assumptions related to the discount rate, revenue growth, profit margins, and a higher future P/E multiple. What's in the News Neogen is voluntarily recalling all lots within expiry of Neogen Vet HYCOAT Hyaluronate Sodium Sterile Solution for dogs, cats, and horses at the veterinarian level due to microbial contamination identified in certain 10 mL / 50 mg vials.
ナラティブの更新 • Mar 18

NEOG: Recall Resolution Will Shape Bullish View On 2026 Revenue Outlook

Analysts have kept Neogen's price target steady at $13.00, indicating only minor adjustments in assumptions for discount rate, revenue growth, profit margin, and future P/E that do not materially change their overall view of the stock's valuation. What's in the News Neogen is voluntarily recalling all lots of Neogen Vet HYCOAT Hyaluronate Sodium Sterile Solution for dogs, cats, and horses at the veterinarian level due to microbial contamination identified in certain 10 mL / 50 mg vials, and is extending the recall to 2 mL / 20 mg vials while its investigation continues (Key Developments).
ナラティブの更新 • Mar 04

NEOG: 2026 Outlook Will Rely On Recall Resolution For Upside

Analysts are holding Neogen's fair value estimate at $13.00 while modestly adjusting their assumptions around the discount rate, long term revenue trends, profit margins, and future P/E. This reflects updated views on the company’s risk profile and earnings potential without changing the overall price target level.
ナラティブの更新 • Feb 18

NEOG: 2026 Revenue Outlook Will Support Continued Bullish Thesis

Analysts have maintained Neogen's price target at $13.00, noting that only minor adjustments to assumptions around discount rate, revenue growth, profit margins, and future P/E were made, which do not materially change their valuation view. What's in the News Neogen is voluntarily recalling all lots of Neogen Vet HYCOAT Hyaluronate Sodium Sterile Solution for dogs, cats, and horses at the veterinarian level, after microbial contamination was identified in certain 10 mL/50 mg vials used via intraarticular injection, which is inconsistent with the product's labeled use (Key Developments).
Seeking Alpha • Feb 16

Neogen Corporation Could Re-Rate As 3M Food Safety Integration Improves

Summary Neogen Corporation’s sizeable $11 billion food-and-animal safety TAM still has secular tailwinds with regulation, traceability, and disease-prevention trends. Management believes this market has an overall projected 6%–7% CAGR through 2030. In that context, NEOG’s Petrifilm anchors future recurring consumables and end-to-end testing ecosystem. NEOG’s 3M Food Safety combination expanded scale but introduced integration frictions, which, going forward, are an interesting opportunity for management. If NEOG executes on its turnaround plan with better supply chains, fulfillment, and systems, it could unlock long-term shareholder value. Read the full article on Seeking Alpha
ナラティブの更新 • Feb 03

NEOG: Higher Forward P/E And 2026 Outlook Will Support Bullish Thesis

Analysts have raised their price target on Neogen by an implied $3 per share, pointing to adjustments in fair value, discount rate, revenue growth expectations, profit margin assumptions, and a higher forward P/E multiple as the key drivers behind the change. What's in the News Neogen is voluntarily recalling all lots within expiry of Neogen Vet HYCOAT Hyaluronate Sodium Sterile Solution for dogs, cats, and horses at the veterinarian level due to microbial contamination identified in certain 10 mL/50 mg vials, with an expanded recall to 2 mL/20 mg vials while the investigation continues (Key Developments).
分析記事 • Feb 02

Improved Revenues Required Before Neogen Corporation (NASDAQ:NEOG) Stock's 46% Jump Looks Justified

Despite an already strong run, Neogen Corporation ( NASDAQ:NEOG ) shares have been powering on, with a gain of 46% in...
ナラティブの更新 • Jan 20

NEOG: Future CFO Transition And 2026 Guidance Will Support Measured Outlook

Analysts have raised their fair value estimate for Neogen from US$6.50 to US$10.00, reflecting updated assumptions regarding discount rates, revenue trends, profit margins and a higher future P/E multiple. What's in the News Neogen issued earnings guidance for fiscal 2026, with revenue anticipated in the range of US$845 million to US$855 million, giving investors a sense of management’s current expectations for the business (Key Developments).
ナラティブの更新 • Jan 05

NEOG: New CFO Appointment Will Support Confidence In Earnings Outlook

Analysts now place a higher implied value on Neogen, lifting their fair value estimate from US$8.00 to US$10.00, citing updated assumptions around discount rates, revenue trends, profit margins, and a richer future P/E multiple. What's in the News Neogen appointed Bryan Riggsbee as Chief Financial Officer, effective November 3, 2025.
分析記事 • Dec 19

Neogen Corporation (NASDAQ:NEOG) Shares Fly 34% But Investors Aren't Buying For Growth

The Neogen Corporation ( NASDAQ:NEOG ) share price has done very well over the last month, posting an excellent gain of...
ナラティブの更新 • Dec 17

NEOG: Future CFO Transition And Guidance Stability Will Support Measured Outlook

Analysts have raised their price target on Neogen from approximately $5.00 to $6.50 per share, citing a slightly lower discount rate, modestly improved revenue trajectory, better profit margin expectations, and a willingness to assign a higher future P/E multiple. What's in the News Neogen appointed Bryan Riggsbee as Chief Financial Officer effective November 3, 2025, with outgoing CFO David Naemura supporting the transition through year end.
ナラティブの更新 • Dec 03

NEOG: CFO Transition And Alliance Renewal Will Support Future Earnings

Analysts have modestly raised their price target on Neogen by about $0.20 per share, citing a slightly higher assumed discount rate and marginally richer future valuation multiples that together offset minor tweaks to long term growth and margin expectations. What's in the News Reaffirmed fiscal 2026 earnings guidance, maintaining full-year revenue expectations of $820 million to $840 million (company guidance).
ナラティブの更新 • Nov 19

NEOG: Profit Margin Expansion And CFO Transition Will Drive Earnings Potential

Analysts have raised their price target for Neogen modestly, citing improved profit margin projections and a slightly lower expected future price-to-earnings ratio as key factors behind the adjustment. What's in the News Neogen appointed Bryan Riggsbee as its new Chief Financial Officer, effective November 3, 2025.
ナラティブの更新 • Oct 31

NEOG: Rising Profit Margins And New Partnerships Will Drive Future Expansion

Narrative Update: Neogen Analyst Price Target Revised Analysts have slightly raised their price target for Neogen, citing improvements in expected profit margins and a modest decline in projected future valuation multiples. This has resulted in a new estimated fair value of $8.17 per share.
ナラティブの更新 • Oct 17

Food Safety Testing Advances Will Expand Global Opportunities

Neogen's analyst target price has risen from $7.67 to $8.17, as analysts point to improved revenue growth projections alongside a reduced discount rate, both supporting a higher valuation. What's in the News Neogen introduced Molecular Detection Assay: Listeria Right Now, a rapid, enrichment-free tool for detecting Listeria species with results in about two hours and streamlined workflow benefits (Product-Related Announcements).
ナラティブの更新 • Oct 03

Food Safety Testing Advances Will Expand Global Opportunities

Analysts have raised their price target for Neogen from $6.50 to $7.67, citing a slightly lower discount rate and forward profit expectations. Revenue growth projections remain stable.
分析記事 • Jul 10

Is Neogen (NASDAQ:NEOG) Using Too Much Debt?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
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新しいナラティブ • May 27

Food Safety And Genomics Will Expand Global Markets

Resilient core businesses, strategic divestitures, and efficiency initiatives are expected to stabilize revenue and expand margins as macro and operational conditions improve.
分析記事 • May 16

Improved Revenues Required Before Neogen Corporation (NASDAQ:NEOG) Stock's 33% Jump Looks Justified

Those holding Neogen Corporation ( NASDAQ:NEOG ) shares would be relieved that the share price has rebounded 33% in the...
Seeking Alpha • Apr 23

Neogen: A Fair Divestment (Rating Upgrade)

Summary Neogen's merger with 3M Food Safety led to significant debt and operational struggles, causing shares to plummet and the CEO to be ousted. Following disappointing sales and earnings, the company is exploring asset sales and restructuring, offering potential upside if stabilization occurs. Neogen's current valuation appears modest relative to sales, presenting a speculative opportunity for investors willing to take on risk. I am cautiously optimistic about Neogen's future, considering the potential for above-average returns if divestments are executed at reasonable valuations. Read the full article on Seeking Alpha
分析記事 • Apr 11

Here's Why Neogen (NASDAQ:NEOG) Is Weighed Down By Its Debt Load

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Seeking Alpha • Jan 14

Neogen: Food Safety Play Is Far From A Safe Pay

Summary Neogen Corporation's merger with 3M Food Safety in 2022 led to significant challenges, including valuation compression, debt increase, and underperformance, causing shares to plummet. Neogen's financial performance has been disappointing, with sales and EBITDA falling short of expectations and net debt increasing. The company's guidance for 2025 remains modest, and recent results have shown minimal revenue growth and high leverage ratios, frustrating investors. Trading at $12, NEOG's future hinges on management's ability to execute and deliver on promised EBITDA improvements to reduce leverage and boost earnings. Read the full article on Seeking Alpha
分析記事 • Dec 03

Risks To Shareholder Returns Are Elevated At These Prices For Neogen Corporation (NASDAQ:NEOG)

It's not a stretch to say that Neogen Corporation's ( NASDAQ:NEOG ) price-to-sales (or "P/S") ratio of 3.3x right now...
分析記事 • Nov 07

Does Neogen (NASDAQ:NEOG) Have A Healthy Balance Sheet?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Seeking Alpha • Oct 11

Neogen Stock: Expect Volatility To Continue Amid Weak Growth

Summary Neogen reported its Q1 earnings, which missed expectations. Weak demand trends across food and animal safety end markets have pressured the sales outlook. We expect shares to remain volatile until there is evidence of a growth rebound. Read the full article on Seeking Alpha
分析記事 • Aug 28

Risks To Shareholder Returns Are Elevated At These Prices For Neogen Corporation (NASDAQ:NEOG)

Neogen Corporation's ( NASDAQ:NEOG ) price-to-sales (or "P/S") ratio of 4x may not look like an appealing investment...
分析記事 • Jul 31

We Think Neogen (NASDAQ:NEOG) Is Taking Some Risk With Its Debt

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
Seeking Alpha • Jun 26

Neogen Corporation: Challenges Remain

Summary Today, we look at Neogen Corporation, which operates in the food and animal safety segments, offering diagnostic test kits, and other related products. The company is currently still integrating the food safety operations of 3M, Neogen's latest acquisition. That integration is proceeding apace, and there was some insider buying in the shares in April following quarterly results. An analysis around Neogen follows in the paragraphs below. Read the full article on Seeking Alpha
分析記事 • May 21

There's Reason For Concern Over Neogen Corporation's (NASDAQ:NEOG) Price

It's not a stretch to say that Neogen Corporation's ( NASDAQ:NEOG ) price-to-sales (or "P/S") ratio of 3.2x right now...
Seeking Alpha • Apr 15

Battered By M&A Integration Issues, Neogen Has To Rebuild Investor Trust

Summary Neogen's acquisition of 3M's food safety operations has done far more harm than good in the short term, as integration issues have undermined financial performance and credibility with investors. The company's disappointing FQ3'24 results and ongoing operating inefficiencies have led to another cut in guidance for revenue and EBITDA, and the shares are near a 52-week low. These integration challenges won't go on forever, and Neogen will emerge as a larger, stronger player in the global food safety market. I believe Neogen's shares should trade in the mid-teens, with further upside tied to a reversal of these disappointing revenue and margin trends, but rebuilding investor trust is key. Read the full article on Seeking Alpha

業績と収益の成長予測

NasdaqGS:NEOG - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
5/31/2028846-39N/AN/A3
5/31/2027851-54591094
5/31/2026857-15-31224
2/28/2026871-609669N/A
11/30/2025880-603-1866N/A
8/31/2025887-1,043-387N/A
5/31/2025895-1,092-4658N/A
2/28/2025906-485-4469N/A
11/30/2024914-476-9319N/A
8/31/2024912-24-125-6N/A
5/31/2024924-9-7635N/A
2/29/20249292-1399N/A
11/30/20239191217113N/A
8/31/2023919-27-578N/A
5/31/2023822-23-2541N/A
2/28/2023721-13-82-30N/A
11/30/2022631-16-50-6N/A
8/31/202253136-531N/A
5/31/2022527484468N/A
2/28/2022514495070N/A
11/30/2021503575475N/A
8/31/2021487625579N/A
5/31/2021468615481N/A
2/28/2021450615885N/A
11/30/2020433607193N/A
8/31/2020426616587N/A
5/31/2020418596286N/A
2/29/2020419596281N/A
11/30/201941760N/A72N/A
8/31/201941660N/A71N/A
5/31/201941460N/A64N/A
2/28/201941362N/A66N/A
11/30/201841065N/A74N/A
8/31/201840366N/A67N/A
5/31/201839863N/A69N/A
2/28/201838958N/A62N/A
11/30/201738252N/A58N/A
8/31/201737246N/A59N/A
5/31/201735844N/A60N/A
2/28/201735341N/A53N/A
11/30/201634139N/A44N/A
8/31/201633037N/A49N/A
5/31/201632137N/A35N/A
2/29/201631036N/A38N/A
11/30/201530135N/A41N/A
8/31/201529034N/A40N/A
5/31/201528334N/A44N/A

アナリストによる今後の成長予測

収入対貯蓄率: NEOG今後 3 年間、利益が出ない状態が続くと予測されています。

収益対市場: NEOG今後 3 年間、利益が出ない状態が続くと予測されています。

高成長収益: NEOG今後 3 年間、利益が出ない状態が続くと予測されています。

収益対市場: NEOGの収益は今後 3 年間で減少すると予想されています (年間-1% )。

高い収益成長: NEOGの収益は今後 3 年間で減少すると予測されています (年間-1% )。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: NEOGの 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/05/20 12:55
終値2026/05/20 00:00
収益2026/02/28
年間収益2025/05/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Neogen Corporation 4 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。16

アナリスト機関
Paul KnightBrean Capital Historical (Janney Montgomery)
Robert LabickCJS Securities, Inc.
David WestenbergCL King & Associates, Inc.